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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,387 | $60,349-33.1% | $74,184-45.6% | $62,881-35.8% |
| Participation rate | 40.4% | 72.7%-32.3pp | 76.6%-36.2pp | 69.3%-28.9pp |
| Annual return | 8.68% | 21.38%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $445 | $1,680-73.5% | $2,370-81.2% | $2,281-80.5% |
| Participant deferral / active EE | $1,185 | $2,856-58.5% | $3,550-66.6% | $3,203-63.0% |
| Admin fee / account holder | $4,046 | $4,261-5.0% | $5,586-27.6% | $4,296-5.8% |